Creating a Sustainable Withdrawal Strategy in Retirement
For decades, you’ve saved and invested diligently to fund the retirement lifestyle you’ve always dreamed of. But did you know…
Category: Blog
Understanding Roth 401(k)s: A Guide for Physicians
DOWNLOAD GUIDE As a high-earning physician, you face unique hurdles when preparing for retirement. To maintain your elevated lifestyle post-working,…
How Physicians Can Incorporate Charitable Giving Into Their Financial Planning
While the premise of charitable giving is making planned donations to your charities of choice, its impact is significant for…
Your Personal Goals Have Changed. What Does That Mean for Your Finances?
One of the great things about being human is that we’re in a constant state of evolution. Consider how different…
Top Concerns on Southern Retirees Minds & How We’re Addressing Them
If you plan on moving to a new state in retirement, you’re certainly not alone. Plenty of retirees seek a…
How You Can Financially Prepare for Natural Disasters in South Carolina
South Carolina is a gorgeous, geologically diverse state with incredible culture, food, adventure, and hospitality. Suppose you’re thinking about moving…
5 Signs You Need to Work With a Financial Planner
The last few years before retirement are your chance to save diligently and strategize to enjoy the retirement you’ve always…
3 Essentials Physicians Need For a Successful Investment Portfolio
Physicians face unique financial challenges throughout their lifetime. They’re high-earners with high amounts of debt and often lack the time…
The Financial Details Physicians Need to Know Before Starting a Private Practice
Around 49.1% of physicians work in private practices.1 If you’re looking to join the ranks of physicians-turned-business-owners, you have an…
Starting a New Employment Contract? The 6 Negotiation Strategies Physicians Need to Know
Receiving a new job offer is exciting, and it presents an opportunity for physicians to negotiate a better compensation package…